Financial Adviser
· SANS SOUCI, NSW
Chris Charalambous
No disciplinary history on record with ASIC
SANS SOUCI,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469667
About Chris Charalambous
Chris Charalambous is a financial adviser based in Sans Souci, New South Wales, with 12 years of experience in the financial services industry since 2014. Chris is currently authorised under Ic Advice, operating through Platinum Wealth Advisors. Chris holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chris's qualifications include a Bachelor of Economics (Economics and Finance) from The University of New South Wales. Chris is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Economics (Economics and Finance)
The University of New South Wales
2014
Dimploma of Financial Planning
Integrity Education
2015
Advanced Diploma of Financial Planning
Integrity Education
2017
Commercial Law
KAPLAN Professional
2018
Tax for Financial Advising
KAPLAN Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN Professional
Registration History
Source: ASIC Financial Advisers Register